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Edward Jones Advisors: Should You Change Firms?

  • corey walen
  • June 2, 2022

In this video, I break down what I’ve learned from 10+ years in advisor recruiting—including helping 50+ Edward Jones advisors transition to a new firm.

Edward Jones is a fantastic organization with a powerful brand, strong culture, and industry-leading training. But as your practice grows, the “perfect fit” can start to feel like headwinds—limiting flexibility, capabilities, and even long-term career satisfaction.

If you’re exploring a move and want clarity on “feel, fit, and financials,” we can help.

#advisor_captive #firm_edwardjones #topic_independence_breakaway #series_transition_education

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Transcript

Intro

Corey: hey everyone corey whalen managing director bridgemark strategies firm that’s helped over a thousand financial advisors objectively explore the broker-dealer and ria marketplace and help them find the firm with the right combination of feel fit and financials for them and their business

Edward Jones

Corey: over my 10 plus years of recruiting and helping over 50 edward jones advisors transition to a new firm i’ve really learned a lot about edward jones and they’re a fantastic firm they’re one of the largest broker-dealers in the united states have one of the strongest brands and also have some of the strongest culture and training in the industry but just like any other firm when a financial advisor’s business grows and evolves a firm that was once the perfect fit for them and their clients could turn into a firm that could add headwinds in terms of future growth and also overall career happiness

Corey: a mantra you learn your first year at edward jones as you know is act like an owner think like an owner be an owner we’re looking to work with financial advisors that no longer think that they can do that to the best of their ability where capabilities at the firm can no longer keep up with what they’re trying to do

Summary

Corey: whether you’re looking for a firm that gives you more flexibility to charge clients the way that you want to market better in your local community buy practices realize the true market value of your practice have more offerings from a financial planning standpoint we can help

Corey: there’s more misinformation out there about leaving your firm than any other firm in the industry and also about going independent as a whole in this youtube series we’re going to be helping you understand a couple different things number one what you actually gain by going independent number two sharing some of the mistakes that your colleagues have made in the past and additionally things that you can do now to prepare for your transition in the future

Corey: if you have any questions please let me know

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